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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY5+ years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $205,668 |
DEPRINCE, RACE & ZOLLO5+ years Filed as: DEPRINCE, RACE & ZOLLO, INC Service code 28 · EIN 59-3299598 | Investment Management | $191,192 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $167,505 |
PNC BANK, N.A.3 years Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $133,392 |
OGLETREE DEAKINS1 year Filed as: OGLETREE DEAKINS NASH SMOAK & STEWA Service code 29 · EIN 57-1044820 | Legal | $119,318 |
Filed as: WILSON MCSHANE Service code 13 · EIN 41-0956552 | Contract Administrator | $104,000 |
WILLIAM BLAIR1 year Filed as: WILLIAM BLAIR INVESTMENT MGMT Service code 28 · EIN 47-2614791 | Investment Management | $96,590 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $96,117 |
JOHNSON & KROL, LLC5+ years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $95,774 |
ULLICO5+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $85,877 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 15.70% | 12.20%+3.5pp | 10.56%+5.1pp | 21.83%-6.1pp |
| Employer contribution / active EE | $12,689 | $12,801-0.9% | $30,199-58.0% | $12,237+3.7% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |